Superior Planning, LLC’s ICU Medical ICUI Stock Holding History

Superior Planning, LLC’s Portfolio ICUI Stock Details ICUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.38K	Buy	+46	New	+$7.64K	﹤0.01%	1052

Other funds holding ICUI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's ICUI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ICU Medical (ICUI) in Q3 2026: 46 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

199 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

Superior Planning, LLC held 46 shares of ICU Medical worth $7.38K as of Q3 2026.
ICU Medical was a new Superior Planning, LLC position in Q3 2026.
ICU Medical made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1052 holding.
199 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.